RIA Intelligence

PCM MANAGEMENT ADVISOR, LLC

CRD #323946 SEC #801-133750 CHAGRIN FALLS, OH 440-528-0333
SEC Registered Private Funds
Total AUM
$7.6B
Discretionary
$7.6B
Employees
39
Clients
--
Accounts
25

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 18, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DAVIDSON, MARTIN, LOUISICHIEF ACCOUNTING OFFICERNA Control
DAVIDSON, MARTIN, LOUISICHIEF ACCOUNTING OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICERNA Control
DEBEVEC, CYNTHIA, LILLICHIEF OPERATING OFFICERNA Control
HARRIS, ROBERTA, JOANNICHIEF COMPLIANCE OFFICERNA Control
HARRIS, ROBERTA, JOANNICHIEF COMPLIANCE OFFICERNA Control
KOLAR, JORDANIVICE PRESIDENTNA Control
KOLAR, JORDANIVICE PRESIDENTNA Control
LEPENE, RYAN, DAVIDICO-PRESIDENTNA Control
LEPENE, RYAN, DAVIDICO-PRESIDENTNA Control
MANDEL, F., HOWARDICO-PRESIDENTNA Control
MANDEL, HOWARD, F.ICO-PRESIDENTNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
Sass, Joseph, AnthonyICHIEF FINANCIAL OFFICERNA Control
TUPA JR, MARK, DAVIDIGENERAL COUNSELNA Control
TUPA JR, MARK, DAVIDIGENERAL COUNSELNA Control
WILLMANN, STEVEN, ANDREWITREASURERNA Control
WILLMANN, STEVEN, ANDREWITREASURERNA Control
PCM OPCO I, LLCDESOLE MEMBERE Control
PCM OPCO I, LLCDESOLE MEMBERE Control
PCM OPCO I, LLCDESOLE MEMBERE Control
PCM OPCO I, LLCDESOLE MEMBERE Control
PCM OPCO I, LLCDESOLE MEMBERE Control
PCM OPCO I, LLCDESOLE MEMBERE Control
PCM OPCO I, LLCDESOLE MEMBERE Control

Registrations

Federal

IA
Aug 18, 2025 REGISTERED

Notice Filings (1)

OH

Address

57 E. WASHINGTON STREET
CHAGRIN FALLS, OH 44022
United States
Phone: 440-528-0333